Danny is a Senior Investment Specialist at SS&C ALPS Advisors, spearheading the firm’s distribution of the Smith Capital Investors suite of strategies. Danny works closely with wealth advisors across all financial channels to support their businesses through insights, access and information. Danny brings over 15 years of experience in the financial services industry covering mutual funds, ETFs, annuities and insurance. Shortly after joining SS&C ALPS Advisors in the fall of 2019, Danny won the Salesperson of the Year Award in 2020. After completing his career as a professional baseball player in the New York Yankees and Seattle Mariners organizations Danny received a degree in Business Management and began his financial services career in August of 2008.
Chris joined SS&C ALPS Advisors in January 2023, leading the firm’s distribution of the Smith Capital Investors suite of strategies as Senior Investment Specialist of the Texas Region. Chris has over 32 years of industry experience working with top bank trusts, RIAs and institutions on a multitude of investment solutions and practice management programs. Chris resides in Highland Village, Texas.
Dan joined SS&C ALPS Advisors in July 2023 as the Senior Sales Executive for the West Region, spearheading the firm's distribution of the Smith Capital Investors suite of strategies. With over 30 years of industry experience, Dan has a proven track record of collaborating with top advisors, RIAs and institutions on diverse investment solutions and practice management programs. He holds a Bachelor of Business Administration from Iowa State University in Ames, IA, and resides in Manhattan Beach, CA.
Actively managed investment strategies featuring dynamic portfolio positioning and an experienced, award-winning investment team.
A core portfolio holding, in an active ETF wrapper, that seeks risk-adjusted return, capital preservation and risk diversification.
Investment Objective: the Fund seeks above average total return from a combination of current income and capital appreciation.
Ticker: SMTH
A core portfolio holding that seeks risk-adjusted return, preservation of capital and risk diversification.
Investment Objective: the Fund seeks to obtain maximum total return, consistent with preservation of capital.
SMTHX | SMTRX | SMAMX | SMCHX
A fixed income fund that seeks potential protection from rising rates, a high and stable rate of current income and preservation of capital.
Investment Objective: the Fund seeks as high a level of current income as is consistent with preservation of capital.
SMDSX | SMRSX | SMASX | SMCMX
Beyond Core - a fixed income fund that invests in a multi-sector portfolio of US credit securities with the potential for high current income and
risk-adjusted returns.
Investment Objective: the Fund seeks to obtain maximum risk-adjusted return with a secondary focus on high current income.
SMCRX | SMCVX | SMCAX | SMCCX